Evergreen Private Wealth’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1K | Hold |
752
| – | – | 0.01% | 138 |
|
|
2025
Q1 | $20.1K | Hold |
752
| – | – | 0.01% | 141 |
|
|
2024
Q4 | $20K | Sell |
752
-47
| -6% | -$1.25K | 0.01% | 147 |
|
|
2024
Q3 | $21.3K | Sell |
799
-1
| -0.1% | -$27 | 0.01% | 149 |
|
|
2024
Q2 | $21.2K | Sell |
800
-3,662
| -82% | -$97K | 0.01% | 149 |
|
|
2024
Q1 | $118K | Sell |
4,462
-25,871
| -85% | -$685K | 0.06% | 97 |
|
|
2023
Q4 | $805K | Buy |
+30,333
| New | +$805K | 0.43% | 50 |
|